We've gone back and forth on this for a while. I wanted to put up a proposal to see explicitly where we all stand.
Yuga has never been in a worse position. Floor price is a variable factor in the overall composition of a project, and although value in the Bored Ape ecosystem is down tremendously, that isn't its biggest problem right now. They are at the absolute bottom of the culture war, with the recent Opepen x ThreadGuy meta being a significant blow to the BAYC narrative.
Admittedly, narrative and floor price can both easily be turned around with killer deliverables. If Otherside does develop into something that builds large DAU numbers and revenue generation for its players, Kodas supposedly will be very valuable.
The way you vote on this proposal comes down to a) the probability you assign to Otherside's success, b) how valuable you think a Koda becomes in this success scenario, and then by how much you think this would outpace the alternative use of the ETH we would get out of the Koda, which is currently around 4.2. We can sell the Koda for a considerable tax loss as well.